Baystate Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,155
| Closed | -$60K | – | 701 |
|
|
2018
Q1 | $60K | Hold |
1,155
| – | – | 0.01% | 174 |
|
|
2017
Q4 | $60K | Sell |
1,155
-1
| -0.1% | -$52 | 0.01% | 184 |
|
|
2017
Q3 | $60K | Buy |
1,156
+1
| +0.1% | +$52 | 0.01% | 168 |
|
|
2017
Q2 | $60K | Buy |
1,155
+7
| +0.6% | +$364 | 0.01% | 165 |
|
|
2017
Q1 | $61K | Buy |
+1,148
| New | +$61K | 0.01% | 166 |
|